6 Steps To A Well-Balanced Change of Direction

turn
Photo Credit: NBanaszak Photography

How often have you seen a horse and rider negotiate a change of direction, only to flatten out through the curve into a straight line, causing a sharp, imbalanced scramble far misplaced from the original intended location? In mild cases, the rider hangs on adeptly, perhaps unseated but still able to negotiate the inaccurate change of direction. However, the sharp turn always runs the risk of unbalancing the horse to the point of tripping or stumbling, and the rider falling off.

How often has it happened to you? If your horse is used to leaning into a change, or dropping a shoulder or cutting corners, then this article is for you!

Changing directions smoothly can often be as challenging as achieving any well-balanced transition. Most horses are stronger on one side than the other, much like their human counterparts. Suppling the horse enough to be able to bear weight equally on both sides takes time, quality practice and a solid understanding of how the aids can assist the horse in maintaining balance while remaining loose and athletic through a turn.

There are many types of turns - a change of direction across the diagonal, several changes of bend through a serpentine, a teardrop that starts toward the end of the ring and arcs back to the rail, and so many more. They can be done at all gaits and require the same sort of balance change regardless of location or type of turn.

S change

The approach to any change of direction can be narrowed down to 6 steps that are similar regardless of gait or placement of turn. Let's use this most basic change of direction as an example. I call it the "S change" (because it looks like an S and spans from one end of the arena to the other). I'm assuming you are riding in a 20x40 meter arena but please feel free to modify based on your own needs. 

Let's say you are approaching a change of direction at X (in the center of the ring). You are on the left rein at A and you will go through X to turn right.

1. Approach a straight line - still bent in the original direction.

This means that you are using your left turn aids - weight on the left seat bone and body pointing slightly left. At this moment, you are riding the turn more as if it were half of a 20-meter circle, even though it won't be a full circle. You do not go into the corner of the ring. You hit the rail just past F but then come off the rail withing 3 strides, back to the original 20-meter circle. However, instead of continuing on the circle, you head for X.

Your horse should be both flexed and bent to the left. Make sure he is looking in the direction of the turn (flexion) and also lightly bent to the left through the rib cage. Only flex and bend enough to be riding in line with the curve that is needed (in other words, don't overbend the horse).

2. Half-halt (usually on the outside rein).

Several strides before you come to X, apply a half-halt. This helps to rebalance your horse and lets him know something is going to change.

3. Straighten.

Now, instead of continuing on the original left circle, you are going to head right.

BUT - at this point, many people make a mistake. They often go directly from the left bend to the right. It's almost as if they are driving a car or a bicycle and turning the steering wheel (or handlebars) from left to right. This gives the horse no time to reposition his legs or carry his weight. 

Instead of just switching your aids left to right, wait for a few strides. Straighten the horse and allow him to get his hind legs underneath him. As you go over X, be straight! If you give yourself 3-5 strides of straightness, your horse will be able to be much more balanced going into the turn. So imagine that you should be straight two strides before X and two strides after X. You can always cut the number of strides shorter as your horse gets better at rebalancing into the new turn. But at the beginning, give him plenty of room.

4. Half-halt (usually on the outside rein).

Yep. Use another half-halt at or just past X. There is going to be another change to the new direction. Again, the half-halt helps him rebelance to the hind end and gives him a hint that something new is coming.

5. Flexion and bend to the new direction.

I like to break this part down into two quick stages. First, use your new inside aids (right) to get your horse looking to the right. This is flexion. Then, use your turn aids to bend the horse to the right. Note: You are still moving straight over X at this point - do not actually turn yet.

6. Turn.

Once you have your flexion and bend, simply allow the horse to complete the change of direction. The new bend should be in line with the new curve and you will proceed to hit the rail for 3 strides, then come off the rail. Don't go into the corner but head to C as if you are on a new 20-meter circle. 




These six steps take a matter of seconds to complete. There isn't much time, so know what you're going to do ahead of the S, and then just do it!

I know what you're going to say. These 6 steps complicate matters far too much! 

In fact, the steps simplify things for the horse. I know we all want to just sit there and let the horse handle everything, but when we can break things down into mini-steps, the horse almost always benefits - in a physical, mental and even emotional way. So riding actively, helping the horse navigate through the change of bend through a straight line, and rebalancing with half-halts invariably sets your horse up for more success in the long run.

Practice these steps in your changes of direction over and over again. If your horse has a habit of leaning into the turns, it might take a month or more of gentle repetition to see significant changes. But if you do stick to the plan, one day you just might notice that your horse flows through direction changes as if he were just born that way!

Try this over the next while and let us know how things went in the comments below.

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Secrets to a Great Turn (a.k.a. “Shift Out to Turn In”)

If you "listen" carefully, can you feel your horse's subtle weight shifts when you begin a turn? Can you tell if your horse uses his hind end while heading into a turn, or does he feel stiff and awkward, almost like he's leaving his legs behind the movement?

Most horses will enter a turn in the latter manner, if nothing is done to "set up" the turn in the first place.

What You Don't Want

You will know this type of turn by identifying these signs:

He will brace against the reins. You might find that he increases the pressure on your hands, gets hollow in his back, and shortens his stride length (in the hind end) as he goes into the turn.

He may throw his shoulder down into the ground. This looks and feels like the horse goes momentarily "stick-legged" - rather than flowing easily underneath you, the leg feels rigid and unmovable. Generally, he will "lose steam" through the turn - it looks like he is lazy and unwilling to go forward.

Finally, he will probably lift his neck and head in an effort to counteract the imbalance to the forehand.

It is likely that he will continue through the turn, and the legs will take you where you want to go, but the posture and balance of the horse is compromised through the entire movement.

What You Do Want

"Stepping out" into the turn
"Stepping out" into the turn

In contrast, the well-prepared turn looks and feels very different:

Before beginning the turn, the horse shifts his weight, steps further under his body with his hind legs, rounds his back, and reaches for the bit.

He increases his impulsion (even if it appears like no change to the onlooker) and appears to be eagerly (not necessarily quickly) moving forward.

When he begins the turn, the change of direction seems effortless and intentional. The legs just flow in rhythmical, ground-covering fashion.

And as always, the rider appears to be doing nothing!

4 Steps to a Great Turn

Step 1: Shift the horse's weight to the outside (using the inside rein and leg).

Step 2: Support the bend with the outside rein and leg.

Step 3: "Bounce" off the outside aids (inside rein should be light and almost unused).

Step 4: Inside front leg reaches in to the first turn step, followed lightly by the body.

Step 5: Half-halt, right through the turn. This last half-halt helps your horse stay in balance after the turn.

Step 1 and 2: These occur on the straight line before heading into the turn. This is also the moment of engagement - when the horse reaches further underneath the body, lifts the back, rounds and reaches for contact. The weight shifts to the outside just enough to allow the inside of the horse to free up to step into the turn. Once Step 2 is complete, the horse is prepared with a nice light bend, ready to take the first turn step.

Step 3: The "bounce" is the result of your outside aids becoming active. It feels like first you embrace the horse as he fills your outside rein and leg, and then you become active and gently urge him to step away from it all. Through this step, you maintain an inside flexion first with your inside leg and then with your inside rein.

The perfect Step 3 feels like you have a fluttering contact with your inside rein, and the horse is lightly wrapped around your inside leg but pleasantly swelled to the outside. Your own body is exactly in balance with the horse - your hips and shoulders open into the turn in parallel with your horse's shoulders.

Step 4: The horse is now taking his first step into the turn. It is as if you set it all up, and now you are setting the horse free! Here, you just follow - with your seat, hands and balance.

Step 5: A half-halt shortly after the first turn step will help the horse stay in balance rather than give to gravity. Keep riding - don't stop your leg, seat and hand aids just because you started the turn.

You now have a choice - take another step into the turn, or come out of the turn.




Don't be in a rush!

In general, it may take several strides to achieve Steps 1 to 3. Your horse may continue to brace/throw his head/drop the shoulder, maybe even worse than before you tried to set him up. Learn to wait through the upheaval. Keep your aids on calmly but insistently and wait for the moment that you can reward him - even for a small change in the right direction.

Try this at the walk, then trot and canter. Your horse should always enter a turn the same way - shift out to turn in.

One last thought: do not rush the turn, for the turn itself is not the end goal. The goal of this (and any) movement is to help your horse achieve balance within the movement. The movement itself is a breeze after that!

Finally! The Ultimate Rider-Centered Program!

Ready for something completely different? If you liked what you read here, you might be interested in new Horse Listening Practice Sessions. 

This is NOT a program where you watch other people's riding lessons. Start working with your horse from Day 1.

Click here to read more and to join one of the most complete programs on the Internet!

Horse Listening

Horse Listening The Book
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More reading:

https://www.horselistening.com2011/12/29/the-1-rider-problem-of-the-year-the-outside-rein/

https://www.horselistening.com2011/10/30/stepping-forward-in-horse-riding/

https://www.horselistening.com2018/12/04/its-one-thing-to-know-what-it-should-look-like/

https://www.horselistening.com2018/01/17/3-steps-to-a-quieter-leg-position/

https://www.horselistening.com2013/04/27/what-being-on-the-forehand-means-to-the-horse/